About Invest Partners
Founded in 2002, in the heart of Zurich’s financial district, Invest Partners is a well-established and trusted platform for independent portfolio managers. For over a decade, it has provided tailored services, infrastructure, and regulatory support to enable their partners to focus on what they do best: managing client wealth.
The team has grown steadily over the years and now supports a diverse network of portfolio managers across Switzerland, maintaining a strong presence in one of the world’s most sophisticated financial hubs.
Invest Partners, a unique Business Model
Since day one and as stated by its name, Invest Partners' business model has been built around partnership and empowerment. It offers independent portfolio managers support through a comprehensive platform that includes compliance, risk management, operations, IT infrastructure, and strategic consulting — all in one place.
A key to their success?
Allowing the company’s partners to operate efficiently, independently and in a secure way while benefiting from the scale, stability, and innovation of a larger organization.
To provide the most comprehensive and best service possible, Invest Partners relies on deep regulatory expertise leveraging a strong compliance support tailored to local financial regulation as well as a turnkey infrastructure, seamlessly integrating technology, operations and services. A personalized approach with institutional capabilities combined with a strong network of independent portfolio managers and industry partners also creates the ideal combo. Last but not least, as it evolves in a fast-paced environment, Invest Partners constantly pushes the boundaries through cutting-edge technology and positions itself as a creative thinking company.
We enable our partners to focus on what they do best: managing client wealth, and we support them by all means.
Mario Pfiffner, CEO Invest Partners
Therefore, Invest Partners being based on providing an all-in-one service, being equipped with an all-in-one IT platform has become a true differentiator.
The challenge, finding a good proof tool
The industry is constantly evolving; regulatory measures combined with complex processes have led to an increasing number of asset managers wanting to become independent, without the burden of administration. An invaluable opportunity Invest Partners decided to seize.
As Invest Partners continuously grows in the numbers of senior partners, and in the number of clients, being on the way to reach the next billion of managed assets, the company has recognized that the previously self-constructed CRM tool, 15 years ago, was no longer able to meet the demands of a modern and agile financial services organization.
The need for a more intuitive, flexible, and scalable solution became evident — one that could better support the daily operations and the growth, to provide deeper insights and enhance collaboration across teams.
WIZE had a clear vision and a strong commitment to be our partner, we saw it not just as a system upgrade, but as a strategic enabler for our long-term success.
Mario Pfiffner, CEO Invest Partners
Being industrialized and digitalized is a focus, [...] and our previous tool wasn’t fitting our quality standards anymore.
Mario Pfiffner, CEO Invest Partners
The desire to stay ahead of the curve in terms of digital transformation, client service, and most importantly the willingness to increase internal efficiency has been part of Invest Partners’ choice for an all-in-one portfolio management system.
The benefits, an all-in-one customized platform
Since the implementation of the WIZE solution, Invest Partners has seen a significant improvement in data quality, process automation, and client management. The platform has enhanced its ability to serve portfolio managers with real-time insights and more streamlined workflows. The administration team has also seen its efficiency improved as less time is spent on manual task, enabling a focus on value-added activities.
An IT tool created not only by IT specialists but also by bankers is truly a great combination. [...] It’s a new era!
Mario Pfiffner, CEO Invest Partners
Considering the business model of Invest Partners, user experience has become a strategic benefit to both the administration and the partners, leveraging a clean, intuitive interface that supports faster onboarding and adoption thanks to customization.
Moreover, Invest Partners has noticed an increase in the efficiency thanks to the automation of key processes, therefore enhancing compliance posture, with stronger audit trails and built-in regulatory checks that reduce risk exposure. The reconciliation of data has truly been a game changer to enhance the data quality and according to Invest Partners, the enhanced reporting and analytics capabilities have also enabled more informed strategic decisions.
Last but not least, Invest Partners outlines the improvement of client satisfaction thanks to better reporting, faster response times, and a more transparent client interface.
Furthermore, Invest Partners having a lean organization, the platform allowed the increase in scalability, onboarding new clients more efficiently and managing higher volumes without increasing headcounts.
We’re spending less time on operational issues and more on growing and improving our
core advisory offering.
Mario Pfiffner, CEO Invest Partners
Overall, Invest Partners client experience supported by the WIZE solution is giving them an edge in the external asset managers market and for the WIZE Team, it’s the greatest reward!
The perspectives, a solution that serves the industry
With WIZE as a core part of Invest Partners’ digital backbone, its CEO states that it makes them well-positioned to scale their services and onboard new partners and new clients more efficiently. The system supports their ambition to expand their footprint in the Swiss market and explore opportunities in other regions with similar regulatory environments.
WIZE opens for us the door of the ongoing digital innovation. [...] We see this partnership as a
catalyst for continuous improvement in how we serve our clients and manage our operations.
Mario Pfiffner, CEO Invest Partners
According to Mario Pfiffner, the industry is evolving, and while these evolutions will be challenging and demanding, the growing need for services companies, more cooperation but mostly data quality will appear in the near future.
WIZE, alongside Invest Partners, is fully ready to tackle these upcoming challenges, together aiming at shaping the future of finance.